College Savings

Using 529 Plans Effectively

Over the years, my clients and I have developed strategies to use 529 plans effectively when building a college fund. Here are three …

Saving for College with 529 Plans

From the May 2010 newsletter: 529 plans are one of the easiest ways to save for your child’s college education. Investment earnings are tax-free as long as withdrawals are used […]

Top 3 Problems with 529 Age-Based Options

529 plans are a great way to save for college, and most offer a very simple investment option called an “age-based option.” This option automatically shifts your portfolio towards bonds […]